FAQ
Frequently Asked Questions
- How do I output a fixed number of rows for child records regardless of the number of records?
- Can Excel template files be used instead of Word for PDF output?
- Is it possible to change the template or Excel sheet by record values?
- How do I output the reference object field?
- How do I format a Date field? e.g., Mar. 1, 2024
- How do I output Rich Text Area fields with formatting?
- How do I output images stored in Salesforce?
- I submitted a Customer Portal login link request, but have not received an email.
- Is it possible to make a purchase reservation? e.g., start on April 1.
- How do I change my e-mail, billing address or company name on my invoice?
- How do I renew my subscription?
- I received a "Payment was unsuccessful" email of an automatic debit error.
- Can Ver.1 templates be used in Ver.2?
- How do I upgrade from Ver.1 to Ver.2?